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Wagner Wealth Management (South Carolina)’s Stride LRN Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$4K – 509
2022
Q3 		$4K Hold
100
– – ﹤0.01% 547
2022
Q2 		$4K Buy
+100
New +$3.7K ﹤0.01% 555
2022
Q1 		– Sell
-100
Closed -$3K – 459
2021
Q4 		$3K Hold
100
– – ﹤0.01% 609
2021
Q3 		$4K Hold
100
– – ﹤0.01% 559
2021
Q2 		$3K Hold
100
– – ﹤0.01% 618
2021
Q1 		$3K Buy
+100
New +$2.6K ﹤0.01% 589

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s LRN Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Stride (LRN) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in LRN in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 218 funds tracked by Wall St. Rank hold LRN as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Stride position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 100 Stride shares in Q4 2022, an estimated $4K.
  • Wagner Wealth Management (South Carolina) first reported a position in Stride in Q1 2021 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Stride position peaked at $4K in Q3 2022.
  • 218 funds tracked by Wall St. Rank held Stride as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.